Upper Left Wealth Management, LLC — Q1 2024 13F Holdings

Name: Upper Left Wealth Management, LLC — 13F Holdings, Q1 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001911228

Total reported value

$169.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IAU	Ishares Gold Trust	ETF-Commodities	8.24%	-0.92%	+6.61%
2	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	4.98%	-0.32%	+5.69%
3	BCI	Abrdn Bloomberg All Commodit	ETF-Other	4.39%	+1.52%	+43.65%
4	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	4.15%	-0.19%	-1.20%
5	WIP	State Street Spdr Ftse Inter	ETF-Other	4.07%	—	+9.11%
6	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	4.01%	-0.44%	-0.60%
7	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	3.98%	+0.07%	—
8	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	3.80%	-0.27%	+0.96%
9	SCHA	Schwab US Small-cap ETF	ETF-Other	3.74%	—	-5.75%
10	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	3.59%	-0.19%	-1.42%
11	SCHF	Schwab Intl Equity ETF	ETF-Other	3.58%	-0.05%	-2.25%
12	BWX	State Street Spdr Bloomberg	ETF-Other	3.47%	+0.39%	+94.24%
13	SCHH	Schwab US Reit ETF	ETF-Other	3.40%	+0.24%	-0.41%
14	MCHI	Ishares Msci China ETF	ETF-Emerging Markets	3.22%	-0.13%	+128.16%
15	SCHP	Schwab U.s. Tips ETF	ETF-Other	3.21%	+0.05%	-3.63%
16	SCHR	Schwab Intermediate-term US	ETF-Other	3.16%	+0.04%	-22.18%
17	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	3.03%	-0.40%	+1.65%
18	FXE	Invesco Currencyshares Euro	ETF-Other	2.77%	—	-10.74%
19	SCHC	Schwab Intl Small-cap Equity	ETF-Other	2.52%	—	-0.83%
20	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	1.82%	+0.01%	—
21	FEZ	State Street Spdr Euro Stoxx	ETF-Other	1.55%	-0.12%	-19.96%
22	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.35%	+0.05%	-4.74%
23	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.24%	+0.04%	+29.34%
24	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.23%	+0.03%	-6.60%
25	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.20%	+0.03%	-23.24%
26	VB	Vanguard Small-cap ETF	ETF-Other	1.17%	-0.06%	-8.96%
27	GWX	State Street Spdr S&p Intern	ETF-Other	1.05%	-0.06%	-1.92%
28	RWX	State Street Spdr Dow Jones	ETF-Other	1.04%	-0.08%	-11.13%
29	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.01%	+0.01%	+28.99%
30	GLD	Spdr Gold Shares	ETF-Commodities	0.99%	-0.16%	-2.17%
31	GBTC	Grayscale Bitcoin Trust ETF	ETF-Crypto	0.98%	-0.27%	—
32	IYR	Ishares US Real Estate ETF	ETF-Other	0.97%	—	-13.28%
33	TIP	Ishares Tips Bond ETF	ETF-Other	0.72%	—	-14.32%
34	VXUS	Vanguard Total Intl Stock	ETF-Other	0.72%	+0.12%	+61.10%
35	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.70%	+0.07%	-2.42%
36	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.68%	-0.05%	-7.50%
37	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	0.68%	-0.08%	—
38	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.67%	—	-10.77%
39	EBND	State Street Spdr Bloomberg	ETF-Other	0.61%	—	+13.10%
40	PDBC	Invesco Optimum Yield Divers	ETF-Other	0.58%	+0.06%	-7.63%
41	IGOV	Ishares International Treasu	ETF-Other	0.53%	+0.03%	-0.96%
42	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.52%	-0.04%	-27.89%
43	VNQ	Vanguard Real Estate ETF	ETF-Other	0.50%	—	-7.55%
44	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.45%	+0.26%	+1.86%
45	GBIL	Goldman Sachs Access Treasur	ETF-Commodities	0.43%	—	-5.14%
46	SGOL	Abrdn Physical Gold Shares	ETF-Commodities	0.32%	-0.07%	-5.17%
47	AIA	Ishares Asia 50 ETF	ETF-Other	0.31%	—	-86.27%
48	EZU	Ishares Msci Eurozone ETF	ETF-Other	0.30%	+0.03%	-19.40%
49	FXI	Ishares China Large-cap ETF	ETF-Emerging Markets	0.30%	—	-15.40%
50	FNDC	Schwab Fndmnt Intl Sm Eq ETF	ETF-Other	0.29%	—	-11.72%

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